In our early June contribution, we warned of turning to negative too quickly. At the time, we expected a rally between mid June and late...

The environment has been challenging for equity markets since the beginning of the year. Very few indeed have for now fully recovered...

While Yields and Commodities are accelerating up, Equities are struggling. Such cross asset developments, especially following the recent...

One thing we can say about the early February financial assets sell-off is that it was difficult to find any place to hide. Equities...

Equity markets have just started Q2 with a new sell-off, on the back of new tariffs being slapped up on a number of US Food and Commodity...

The current August market correction is probably coming to an end over the next week or so. We see it as a potential by the dips...

We expect some consolidation into August for Equities. Indeed, Risk/Reward seems momentarily stretched on the S&P500 Index, while the...

Since reflation trades topped out between December and February, Cyclical sectors and Financials have underperformed. During this...

Le deux grandes banques sont à nouveau au coude à coude. Leurs cours oscillent sous la barre des CHF 16 depuis deux mois (entre 15 et 16...